Amy PriebeCRD Number: 5343051
Current Firm: Rsm Us Wealth Management LLC
Amy Priebe (CRD# 5343051) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Charlotte, NC and has over 10 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Mcgladrey Wealth Management LLC||Charlotte, NC||Aug 2015 - Current||2|
|Wedge Capital Management L.l.p.||Charlotte, NC||Jul 2010 - Aug 2015||5|
|Wedge Capital Management L.l.p.||Charlotte, NC||Apr 2007 - Jun 2010||3|
|Ernst & Young, LLP||Charlotte, NC||Jan 2004 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Total Assets Under Management5,019MILLIONS
Total Number of Accounts11,049ACCOUNTS
Average Account Value$454,261
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV